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Assumption Accounts Fields and Settings

Describes the account settings for assumption accounts.

 Audience: Administrators who manage the model.

Assumption accounts, also called global assumptions, drive calculations in other accounts.  Some examples of assumption accounts include Standard Raise %, Commission Payout, Bonus Payout. The data in these accounts drive calculations based on other data, such as the annual salary per employee. You enter the value of assumption accounts at the Total Company level and the values are the same on every level. 

To learn more about accounts, see the Accounts guide. For step-by-step instructions, see Add or Edit Accounts.

Account Details Section 

Field Description
Code

Required. No default.

Identifies a unique numerical code for the account. Appears in formulas. Enter a unique combination of letters and numbers. You can use underscores but not spaces or other special characters. If left blank for imports, Adaptive auto-generates the code based on the account name. 

Name

Required. No default.

Identifies the name of the account as it to appears on sheets, reports, and charts. Enter any combination of characters, spaces, and special characters. The account name does not need to be unique.

Short Name

Optional. No default.

Identifies the name of the account as it appears on Discovery Classic dials. Use if the account name is long. Enter any combination of letters, numbers, and special characters.

Rolls up to

Defaults to the account or group that is highlighted when you click Create New Account.

Indicates the parent account of the account you're editing. Choose a rollup account. See Account Overview for information about rollup accounts and Reorganize Account Structure for information on how to re-parent an account.

Description

Optional. No default.

Describes the account. Enter any combination of letters, numbers, special characters and spaces.

Type 

Required. Read-only for rollup accounts. 

Sets how the account data entries relate to other data entries. 

  • Periodic (default): The value in any given time period equals the net activity for that period.  Expenses , such as an electric bill, is periodic. The cost in January has no affect on the cost in February. 
  • Link: A modeled or cube account populates the values of this account. 

See Account Type Setting: Cumulative or Periodic and Linked Account Overview.

 

Links to 

Required if you selected Link for the Type of the account you're editing. Not available for rollup accounts. No default.

Populates the account you're editing with the data of the account you choose from the drop-down. This is a two part process: first pick your cube or modeled sheet, then the account. See Pull Data from from a Modeled or Cube Sheet into Another Account.

Link Filters 

Optional. Available only if you selected Link for Type. Not available for rollup accounts. No default.

Populates this account only with the values that are tagged with the dimension or attribute you select from the drop-down. The available list includes only dimensions and attributes of the account selected in Links to drop-down.

Time Rollup

Required. Read-only for child accounts or if you chose Link for Type. Default: the Time Rollup of the rollup account, the linked account if selected, or Sum of rolled up values for new accounts. 

Sets how the account calculates the values for time rollups. For example, how does the account calculate the quarter totals or annual totals?  Choose:

  • Sum of rolled up values: Sums all the values for the period. For example, it sums January through March for the first quarter rollup.
  • Average  of rolled up values: Takes the average of the time period values. For example, it totals the values for January through March and then divides by three for the first quarter rollup. 
  • Weighted average of roll up values: Uses the values of an account or assumption to weigh each period before averaging. For example, an average expense per headcount time rollup should be weighted by the headcount. 
Weighted By 

Required if you chose Weighted average of roll up values for Time Rollup or Dimension Rollup. No default.

Provides the weighted average of the time or dimension rollup. Choose from the list of accounts.

 

 

Actuals Overlay 

 

Required. Not available for rollup accounts.

Determines if the account displays actuals data on planning versions prior to the Start of Plan date. Choose: 

  • Enable actuals (default): Displays actuals prior to each planning version's Start of Plan date. 
  • No actuals for accounts: Displays only plan data on the planning versions. 

For Link accounts, choose:

  • Enable actuals for link: Overrides the Actuals Overlay setting of the linked account. Allows actuals to display prior to the Start of Plan date on the account you selected for Links to  and the account you're editing. 
  • Show actuals if linked account has them: Honors the Actuals Overlay setting of the linked account. Actuals display on the account you're editing only if the the linked account has Actuals Overlay enabled.

 

Dependencies

Shows how the account is used throughout the model in calculated accounts, shared formulas, cube entries, other entries, rules, journal entries and reports. Click View Dependencies and browse through the tabs.

 

Account Attributes Section

Optional. Only available if your model has account attributes. No default.

Tags the account you're editing with account attributes. The number of drop-downs match the number of account attributes available. Select an attribute value from any or each of the drop-downs. 

Data Type Section

Field Description
Account Time Stratum

Read-only.

Shows how sheets display time for this account. Based on the default time stratum in your instance's calendar setup. Most commonly, this is months, but it might be weeks or days.

Display As 

Required. Read-only for child accounts or accounts with Link for Type. Default: Number or whatever was chosen for the rollup account.

 

Sets how the data of this account appears on sheets and on reports. Choose:

  • Number: Displays a numerical value.
  • Percent: Displays a percent (90%).

 

Decimal Places

 

Required. Default: 0.

 

Indicates the number of decimal places for the data. Select any number between 0-9 or choose Currency's precision to follow the setting for the currency. 

To see the decimal place settings for all the currencies, choose Currency's precision from the drop-down and click the View Precision link.

 

Sheets Section

Field Description
Suppress on sheets

Required. Default: Account may be suppressed when zero or blank.

Determines if the account appears on sheets if all its cells have zeros and/or blanks. Choose:

  • Account may be suppressed when zero or blank
  • Account will not be suppressed even when zero or blank
Start expanded

Required. Only available for rollup and root accounts. 

Determines if the account is expanded on sheets to show child accounts when you first open the sheet.

Each person who opens a sheet can change their sheet view and save it as their default, which can override this setting.  Choose:

  • Yes (default): Expanded to show child accounts by default.
  • No: Collapsed by default.
Use in Breakback

Optional. Default: Not checked.

Makes this assumption available as a breakback option for time rollups in sheets, and the Auto-breakback setting in Administration > General Setup. 

 

Data Privacy Section

Field Description

Data Privacy

 

You will not see this field because assumptions can be referenced from any level.

For your information: all assumption accounts are set so that formulas on any level can refer to the top-level rollup value, but cannot refer to level-specific values at any other level. 

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